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Curated by Michael O'Reilly since 2020
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Stock Opinions by Bruce Murray

COMMENT

Bullish on outlook for markets in 2024. Lower interest rates, and strengthening economy will support stock markets. Disruptions from Covid-19 (supply chain etc.) beginning to fade. Inflation appears to be falling along with lower energy prices. Expecting P/E ratios to rise across all industries. Favoring high dividend companies like Bell and Enbridge, especially if interest rates drop. Expecting share prices to rise in blue chip dividend companies as well. 

Unknown
TOP PICK
Amazon.com, Inc.

Top pick amongst "Magnificent 7". Every business unit continues to grow. AWS, content and eCommerce business sectors growing steadily. Investment into assets will continue to payoff. Earnings growth expected to triple as investments payoff. Dominant position hard to compete with. 

specialty stores
TOP PICK
Pfizer Inc

Covid-19 vaccine business fading, but business strong. Valuation coming back down to reasonable levels. Dividend yield ~6%. Expecting further growth with excellent R&D investment. 

biotechnology / pharmaceutical
TOP PICK
Linamar Corp

Alternative to Tesla in EV revolution. Has been following since 1986 when company went public. Very strong engineering talent within company. Demand for cars expected to grow generally speaking. Currently trading at 7x earning. Believes shares are very undervalued. 

transportation equip & components
PAST TOP PICK
Alphabet Inc
(A Top Pick Dec 14/23, Up 41%)

Excellent business model with very high margins. Search business dominant on the internet. Very profitable advertising business. A.I. business also growing strong due to search data strength. Trading at fair multiple. Recent investment into automated driving might also pay off. 

Technology
PAST TOP PICK
Blackstone Group LP
(A Top Pick Dec 14/23, Up 52%)

Excellent management team very strong at capital allocation. Focus on real estate created difficulties during higher interest rates. As rates stabilize, business will perform well. Will continue to own shares. 

investment companies / funds
PAST TOP PICK
(A Top Pick Dec 14/23, Down 43%)

Healthcare property business not performing as well as anticipating. Floating rate debt very hard on business with rising interest rates. CEO has since resigned. Would recommend holding going forward. 

REAL ESTATE
BUY
Boardwalk REIT

Good option for real estate as no rent control in Alberta. Safe dividend. Good option for investors looking to get exposure to real estate in Canada. 

property mngmnt / investment
HOLD

Historically a great Canadian retail business. However, business not performing as well due to eCommerce etc. Unsure on future of business. Better names for retail companies like Aritzia. 

specialty stores
BUY
Capital Power

One of key holdings. Very strong company. Recently increased dividend. Decline in stock price due to higher interest rates. If rates fall, expecting stock to appreciate. Will continue to grow through M&A. Also has strong green energy segment within company. 

electrical utilities
BUY ON WEAKNESS
Tesla Inc

Stock price has fallen recently with competition. Valuation very high, but very strong tech stack within business. Expecting strength of the business going forward. Excellent company overall. 

Consumer Products
BUY

Owns shares in company. Debt free now with good dividend. Strong management team. Recent entry into bio fuel has opportunities. Will continue to own shares. 

gas pipelines
BUY
Tourmaline Oil Corp

Best company to own natural gas in Canada. Excellent management team. Very good growth. Excellent marketing team that secures good pricing. Pipeline expansion in Canada will benefit company. Con to the business is that natural gas is commodity under pressure. Overall, a strong business. Would recommend buying. 

oil / gas
HOLD
Nutrien Ltd.

Large markets for export of Potash and grain products. Overall, a strong business. Weakness on share price due to high growth expectations not being met after Russia/Ukraine invasion. However, good business to own for the long term. 

agriculture
DON'T BUY

Great growth stock the past 15 years. Ownership of cellphone towers very profitable. However, growth slowing down. Higher interest rates also hard on business. 

Business Services
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